Tommy Douziech

ETF of the week: Bet on monopolies and oligopolies

The actively managed Tema Monopolies and Oligopolies ETF seeks to generate long-term growth by investing in quality companies with dominant and sustainable competitive advantages. These companies are characterized by sustainable competitive advantages, tangible barriers to entry and defensive earnings streams. As a result, they tend to generate high returns on invested capital that accumulate over long periods. Strengthen your portfolio with quality companies.

December 11, 2024 at 05:15 am EST

The triptych for market success

Today, the world seems to agree that it's time to invest in US growth companies. At least, that's what the market is valuing this year, but also last year and over the last fifteen years. Positive sentiment towards the US (which now accounts for 74% of the MSCI World index), large caps (with Apple, Nvidia and Microsoft as standard-bearers) and growth stocks seems to be at an all-time high. Here's why.

December 10, 2024 at 11:00 am EST

Macroeconomy: What's the outlook?

In recent months, the financial markets have been marked by a series of significant macroeconomic events that have shaped the financial markets. The election of Donald Trump has accentuated trends that already existed, notably the divergence between the US market and the old continent. As we look to the future, several key themes are emerging, influencing investment decisions and market strategies.

November 29, 2024 at 05:40 am EST

Airbus: An awakening of optimism in 2025?

In a sector dominated by a duopoly, Airbus holds 58% of the medium- and long-haul aircraft market, benefiting from high barriers to entry and a strict regulatory framework that protects the sector's majors from new entrants.

November 21, 2024 at 11:19 am EST

Latest transactions by star managers

Every quarter, the star managers of the US stock market publish their latest portfolio movements. This article is based on the 13Fs published each quarter on the SEC (Securities and Exchange Commission) website. These quarterly reports list the assets under management of investment managers or listed holding companies with control over more than $100 million in assets and who hold so-called long US positions. Form 13F covers Registered Investment Advisers (RIAs), banks, insurance companies, hedge funds, trust companies, pension funds and mutual funds. This report is published no later than 45 days after the end of the quarter concerned. This form only includes US or foreign positions listed in the US. Here is an analysis of the latest moves in the third quarter of 2024 by legendary investors such as Warren Buffett, Terry Smith, Daniel Loeb, Chuck Akre, David Tepper, Howard Marks, Pat Dorsey, Seth Klarman, Bill Ackman, Mohnish Pabrai and François Rochon.

November 20, 2024 at 12:31 pm EST

Discover 4 fast-growing companies

The "growth" investment style consists of investing in companies offering significant potential for growth in sales and earnings. Here we take a look at four companies with strong historical growth, and those we expect to see over the next few years.

November 13, 2024 at 10:59 am EST

AppLovin: Invest and let it grow

Invest and let it grow. It's often the best thing to do when you have a winner in your portfolio.

November 07, 2024 at 11:16 am EST

The adventures of Warren Buffett and his treasure trove of wealth

Warren Buffett, like a modern-day "Scrooge", accumulates mountains of cash in his Berkshire Hathaway holding company, recently reaching an impressive $325 billion. This unprecedented treasure trove for a private company is reminiscent of the famous images of Scrooge diving into his swimming pool filled with gold. But then, why does this famous investor, usually wise in allocating capital, prefer to keep so much cash under wraps, even in a constantly changing market?

November 07, 2024 at 04:59 am EST

Freshpet: Confirmation of trajectory

Freshpet, a company specializing in fresh pet food, today published its financial results for the third quarter of 2024. These results reflect a solid performance and continued growth, marking the 25th consecutive quarter with a year-on-year increase in net sales of over 25%.

November 04, 2024 at 11:57 am EST

Berkshire Hathaway Inc. : Warren Buffett prepares for the worst

Berkshire Hathaway, Warren Buffett's holding company, announced its third-quarter results on Saturday. Profits may have fallen, but cash holdings reached a new all-time high of $325 billion, an amount never before recorded for a private company. But why does Warren Buffett keep so much cash?

November 04, 2024 at 05:06 am EST

Universal Health Services: Some challenges to overcome

Universal Health Services, one of the leading providers of hospital and healthcare services in the United States, recently released its financial results for the third quarter of 2024. These results show a solid performance, marked by a significant increase in revenues and profits compared to the previous year. Nevertheless, the market is taking a rather negative view of these results.

October 28, 2024 at 06:24 am EDT

SAP SE : Time to take profits?

SAP, a major player in enterprise software, recently published its financial results for the third quarter of 2024, confirming its position as market leader.

October 23, 2024 at 10:42 am EDT

S&P 500 : Who's growing faster than the US?

The United States is posting 3% real GDP growth year-on-year through to the second quarter of 2024. This is stronger than most European countries (the Eurozone is at +0.6%), but some regions are still beating the US.

October 23, 2024 at 10:32 am EDT

Intuitive Surgical: The Da Vinci Code

Intuitive Surgical, world leader in robot-assisted surgery, recently published its financial results for the third quarter of 2024. The company is once again surprising on the upside, and seems to have cracked the code thanks to Da Vinci, its flagship surgical systems acclaimed by the world's leading physicians.

October 21, 2024 at 11:30 am EDT

Jeff Bezos: Lessons from an entrepreneurial life from A to Z

Jeff Bezos, the founder of Amazon, is a leading figure in global entrepreneurship. His rise to the top of what has become one of the giants of e-commerce and beyond illustrates an acute understanding of the mechanisms of success in the business world. His journey is rich in lessons for investors and entrepreneurs aspiring to replicate even a fraction of his success.

October 14, 2024 at 10:24 am EDT

Sea Limited : E-commerce leader in Southeast Asia

Sea Limited is a leading Singapore-based and New York-listed technology company that has established itself as a major player in the consumer Internet sector since its inception in 2009.

October 10, 2024 at 10:45 am EDT

Nike: A new strategy in Swoosh mode

At Nike, everything is in a state of flux. After the changes in the management committee at the end of September, the brand with the comma has to draw up its new roadmap. The new CEO, Elliott Hill, with his long experience at the American firm, has decided to postpone the investor day to fine-tune his strategy. In the meantime, results are disappointing and investors are asking questions.

October 02, 2024 at 11:29 am EDT

Momentum Picks Q4 2024: 5 stocks for the fall season

Momentum Picks is a section designed for tactical investors who want to take advantage of a movement in stocks over the short-to-medium term (a few months). You'll find our new Momentum Picks selection at the start of each quarter (January 1, April 1, July 1 and October 1) on the MarketScreener website. Today, we propose our top 5 US equities for the fourth quarter of 2024 (beginning of October to end of December). Quality stocks with good fundamentals supported by buoyant momentum.

October 01, 2024 at 04:45 am EDT

This indicator predicts an imminent recession

The inversion of the yield curve is a financial phenomenon that has attracted a great deal of attention for its ability to predict economic recessions. Historically, every U.S. recession has been preceded by a yield curve inversion, making it a crucial economic indicator. Since September, the yield curve has "disinverted", after months of inversion. This disinversion can sometimes be sign of recession, but it's not as reliable an inversion.

September 27, 2024 at 09:22 am EDT

SharkNinja: A blend of power and stealth

Listed on the New York Stock Exchange just over a year ago, SharkNinja celebrated its first anniversary as a public company on July 31. Despite this young presence on the stock exchange, the stock has already posted an impressive straight-line rise of some 150%. The company may be moving slightly under the radar of analysts and journalists, but its operational and stock market performance is nonetheless impressive. Let's take a look at this profitable growth company that hides its game well.

September 18, 2024 at 11:16 am EDT

Apple Inc. : AirPods become hearing aids and revolutionize the industry

Apple has taken the next step in integrating its users' health into its products. On Thursday, the company received approval in the United States to turn some of its wireless earphones, the AirPods, into hearing aids.

September 13, 2024 at 02:33 pm EDT